Helen R Coe Tr
- Assets
- $2.2m
- Revenue
- $82.7k
- Investments
- $2.2m
- Employees
- 0
- Location
- Bridgton, ME
- Founding
- 12/1977
- Data as of
- 03/2024
- EIN
- 01-0351827
Organization Overview
Helen R Coe Tr is located in Bridgton, ME. The organization was established in 1977. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helen R Coe Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2024, Helen R Coe Tr generated $82.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (7.9%) each year. All expenses for the organization totaled $170.9k during the year ending 03/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Helen R Coe Tr has awarded 98 individual grants totaling $615,096. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jospeh Dorner Member | 1 | $0 | |
Linda Dunlea Member | 1 | $0 | |
Michael Friedman Trustee | 1 | $1,793 | |
Stan Tupaj Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $734 |
| Dividends & Interest | $61,822 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $20,174 |
| Capital Gain Net Income | $20,174 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $82,730 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $1,793 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $504 |
| Total operating and administrative expenses | $30,998 |
| Contributions, gifts, grants paid | $139,867 |
| Total expenses and disbursements | $170,865 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $45,645 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $941,681 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,205,920 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Helen R Coe Tr has awarded $139,867 in support to 22 organizations.
| Grant Recipient | Amount |
|---|---|
CHARLOTTE HOBBS MEMORIAL LIBRARY PURPOSE: SUPPORT OF LOCAL LIBRARY PROGRAMS | $4,701 |
EMMANUEL COLLEGE PURPOSE: SCHOLARSHIP - JULIA VITELLA | $9,000 |
FRYEBURG RESCUE PURPOSE: SUPPORT OF LOCAL EMERGENCY RESCUE SQUAD EQUIPMENT PURCHASE | $8,400 |
LOVELL BRICK CHURCH FOR THE PERFORMING ARTS PURPOSE: LOCAL THEATER RENOVATION AND EQUIPMENT | $5,718 |
LEWIS DANA HILL MEMORIAL LIBRARY PURPOSE: SUPPORT OF LOCAL LIBRARY BOOKS, MATERIALS, AND TECHNOLOGY | $1,200 |
LOVELL HISTORICAL SOCIETY PURPOSE: SUPPORT OF LOCAL HISTORICAL SOCIETY BUILDING RENOVATIONS AND EQUIPMENT | $10,000 |